Feb 21, 2013 9:00am EST
viewers? >> you want to use the volatility to find the companies strong free cash flow. like the auto stocks, toyota, emerging markets have been relative underperformers year to nate. buy dong fang motor, make 3 million cars in china every year, a company you can own to play the catch up trade in the emerging markets. >> howard? >> i agree with what sarah said. apple has couldn't come up 4.7 times ebidta. apple is extremely cheap, the stock will be at $600 the next 18 months. buy it again. >> go back to 600. >> you care about all the proposition 2? >> yeah. >> i don't think it's critical >> i think it is a bit of a nuisance. this is a company that's made more money for shareholders in the last few years than the entire rest of the technology industry combined. give them a break. they didn't even have a dividend 12 months ago. >> right or wrong? >> i don't know if he's right or wrong. i think you have to give management a little bit more time. i think that we are going a little too hasty pushing them h i think they will do the right thing, return more cash to shareholders. no question
Feb 5, 2013 9:00am EST
fund guys, hoping. we may get a deal today. >> use third person for yourself. >> i did. >> jim cramer said david faber said it's 50, could be 50. >> bo jackson used to do that a lot, too, didn't he. he had a reason to. because he was the most unbelievable athlete of all-time. >> this is a global deal. i know we're woe is me europe, do i want to own a european cable company if europe's falling off the cliff? someone smarter than me says yes. >> john malone is smarter than you. >> hey, david. >> i feel so -- >> way to put a man down. as soon as he comes back. >> how about he's a close second. >> that's pretty good. >> i feel so much better. >> impact on markets of a del, lbo, if in fact that's what we get in the near term here. >> there was a moment where it would have been fanciful. it's too big. we heard that from you initially. it's too big. we may be in an ajr moment. >> i don't think so. listen, the reason we thought it was too big was because the equity check is when you would have penciled it out enormous. at the end of the -- when we see the deal, which we expect to shortly, we'
Feb 7, 2013 9:00am EST
, says keep every dollar cash on your balance sheet but use the free cash flow, paid out a dividend on the free cash flow, the stock would go up 50%. >> bill miller the past 24 hours, bethany mcclaine -- >> $200 -- >> marco rubio is out this morning on twitter saying the number of chargers is driving him crazy and moving closer to samsung. >> his response in the state of the union. >> i think time for a congressional investigation into the most successful company on earth. it's really time to -- house on american activities committee part two. >> briefly stated this idea that einhorn and bryce said he has brought up the company they considered and punted on is the idea of issuing, at no cost, a perpetual per pre-ferred to stock to exsig hold hearse pay you about a 4% yield. said another way, around 25 multiple, right, 4% yield, you can back in on an eight multiple stock. >> a blended multiple pullup? >> yielding 4%. >> maybe the part we are not paying enough greed dense to is the fact that he maintains his position, einhorn, owns more now than he says he ever has. >> didn't help his